Ameriprise

Ameriprise Portfolio holdings

AUM $406B
1-Year Return 20.64%
 

Ameriprise Financial, Inc., founded in 1894 as Investors Syndicate and headquartered in Minneapolis, Minnesota, is a leading financial services firm specializing in wealth management, financial planning, and insurance, managing hundreds of billions in assets for individual and institutional clients. Evolving from its roots in investment certificates, it now offers a comprehensive suite of services, including retirement planning, annuities, mutual funds, and advisory solutions, delivered through a network of over 10,000 financial advisors across the U.S. Known for its client-first approach, Ameriprise became independent in 2005 after spinning off from American Express, focusing on personalized advice and robust digital tools to compete in a crowded market. With a strong emphasis on long-term relationships and financial security, Ameriprise has grown into a trusted name in the retail investment and insurance sectors.

This Quarter Return
+23.25%
1 Year Return
+20.64%
3 Year Return
+85.17%
5 Year Return
+151.66%
10 Year Return
+378.7%
AUM
$233B
AUM Growth
+$43B
Cap. Flow
+$3.87B
Cap. Flow %
1.66%
Top 10 Hldgs %
16.67%
Holding
3,829
New
183
Increased
1,548
Reduced
1,847
Closed
139

Sector Composition

1 Technology 23.56%
2 Healthcare 12.1%
3 Financials 10.73%
4 Consumer Discretionary 8.24%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
EMO
2776
ClearBridge Energy Midstream Opportunity Fund
EMO
$852M
$1.27M ﹤0.01%
106,296
+25,207
+31% +$300K
DHS icon
2777
WisdomTree US High Dividend Fund
DHS
$1.3B
$1.26M ﹤0.01%
20,240
-908
-4% -$56.6K
TEN
2778
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
$1.26M ﹤0.01%
166,862
+153,126
+1,115% +$1.16M
JPUS icon
2779
JPMorgan Diversified Return US Equity ETF
JPUS
$391M
$1.26M ﹤0.01%
18,138
-3,794
-17% -$263K
KNOW
2780
DELISTED
Direxion All Cap Insider Sentiment Shares
KNOW
$1.26M ﹤0.01%
38,234
-15,641
-29% -$515K
LBAI
2781
DELISTED
Lakeland Bancorp Inc
LBAI
$1.26M ﹤0.01%
109,933
-48,461
-31% -$554K
ARLO icon
2782
Arlo Technologies
ARLO
$1.9B
$1.25M ﹤0.01%
486,208
-109,486
-18% -$282K
MOO icon
2783
VanEck Agribusiness ETF
MOO
$626M
$1.25M ﹤0.01%
20,805
+2,557
+14% +$154K
FLS icon
2784
Flowserve
FLS
$7.42B
$1.25M ﹤0.01%
43,664
-3,932
-8% -$112K
IBDT icon
2785
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.12B
$1.25M ﹤0.01%
43,272
+1,347
+3% +$38.8K
RAD
2786
DELISTED
Rite Aid Corporation
RAD
$1.25M ﹤0.01%
73,126
+50,202
+219% +$857K
WPM icon
2787
Wheaton Precious Metals
WPM
$47.9B
$1.25M ﹤0.01%
28,296
-2,500
-8% -$110K
SLCA
2788
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
$1.25M ﹤0.01%
345,178
-15,318
-4% -$55.3K
RES icon
2789
RPC Inc
RES
$1.02B
$1.24M ﹤0.01%
403,417
-242,214
-38% -$746K
BILI icon
2790
Bilibili
BILI
$11.4B
$1.24M ﹤0.01%
26,776
+16,214
+154% +$751K
IEV icon
2791
iShares Europe ETF
IEV
$2.28B
$1.24M ﹤0.01%
30,606
-25,306
-45% -$1.02M
CEMB icon
2792
iShares JPMorgan EM Corporate Bond ETF
CEMB
$400M
$1.23M ﹤0.01%
24,321
-24,481
-50% -$1.24M
FEI
2793
DELISTED
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
$1.22M ﹤0.01%
218,108
+125,624
+136% +$705K
HEZU icon
2794
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$675M
$1.22M ﹤0.01%
43,423
-423,762
-91% -$11.9M
ALV icon
2795
Autoliv
ALV
$9.69B
$1.22M ﹤0.01%
18,849
-424
-2% -$27.4K
ARMK icon
2796
Aramark
ARMK
$9.95B
$1.21M ﹤0.01%
74,309
+1,336
+2% +$21.8K
AIO
2797
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$831M
$1.21M ﹤0.01%
61,183
+1,834
+3% +$36.2K
GPRO icon
2798
GoPro
GPRO
$370M
$1.21M ﹤0.01%
253,168
+24,646
+11% +$117K
TEI
2799
Templeton Emerging Markets Income Fund
TEI
$303M
$1.21M ﹤0.01%
153,453
-3,020
-2% -$23.7K
CWH icon
2800
Camping World
CWH
$1.11B
$1.2M ﹤0.01%
44,337
-15,283
-26% -$415K